TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!
Our LONG Tokyo Metro outperformed the TOPIX Index by 22% from 27th January 2025 to 7th April 2025 and ended up as one of the best performing names...
568 Views
Day 6: Fringe81 (6550)
This is installment #6 of my 200-day challenge to do write-ups on 200 Japanese small caps, at the end of which I plan to publish a book (tentative...
480 Views
GMO Buyback - Approaching The End But...
In mid-February 2020, upon releasing full-year earnings, GMO Internet (9449 JP) announced a buyback programme which looked big but had some...
624 Views
GMO Internet (9449) Buyback - Bigger Than It Looks, Smaller Than It Looks
David Blennerhassett has written about GMO Internet (9449 JP) over the years as an interesting holdco and most recently wrote about the situation...
600 Views
Smartkarma Originals
GMO Internet: Listed Holdings Preferred
Applying a deconsolidated book value for the unlisted operations, I see GMO Internet (9449 JP) at a ~30% discount to NAV, a reasonable level for an...
905 Views